Member Experience Rep i (Full Time 40 hours) - Whitehall

Wright-Patt Credit Union•Town of Whitehall, NY
•$19 - $28

About The Position

Member Experience Representatives I deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members, while adhering to applicable policies and procedures. They proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services. This is a full-time, 40-hour position at the upcoming Whitehall location and is associated with the opening of a new member center.

Responsibilities

  • Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued, and consistently applying defined service standards.
  • Accurately process member transactions, including cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, and processing transactions from the night depository.
  • Listen actively to understand and answer members’ questions and concerns, and offer guidance on appropriate products and services.
  • Proactively identify and make appropriate qualified referrals that can save members time or money, or provide peace of mind.
  • Build trust and confidence and look for ways to enhance members’ relationships with the Credit Union.
  • Follow policies, procedures, risk mitigation activities, and operating controls, including security, member identification, and fraud prevention requirements.
  • Report gaps in policies, procedures, and operating controls to leadership so member impact and risk can be mitigated.
  • Balance the assigned cash drawer during and at the end of each workday.
  • Perform miscellaneous duties, including end-of-day activities, filing, answering phones, and maintaining supplies.
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